Z Earnings

Z reported its earnings on 2026-02-10, showcasing a revenue of 654.00M against an estimate of 649.81M, resulting in a 0.64% surprise. The EPS was 0.01, surpassing the expected -0.01 by 200%. The stock experienced a -16.54% price change on the earnings day and a -19.63% change over the next five days, reflecting market reactions to the results.

Following Z's earnings announcement on 2026-02-10, the stock price moved by -16.54% on the day of the release. Over the subsequent five days, it saw a -19.63% change. Historically, Z's stock price tends to shift by an average of 4.2% in the 10 days leading up to earnings and 0.47% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate Z's annual revenue to reach 690.62M, while the EPS is projected at 0.51. These estimates reflect recent revisions, with revenue estimates revised upward by 0.03% and EPS estimates revised upward by 0.01% over the past three months, indicating analyst expectation in the company's performance.

The correlation between Z's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised upward by 0.03%, while EPS estimates moved revised upward by 0.01%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, Z's stock price typically moves by 4.2% in the 10 days before its earnings and 0.47% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 0.51 and revenue of 690.62M.

Zillow's earnings call indicates strong revenue growth across segments, optimistic guidance, and a focus on enhancing agent efficiency with Zillow Pro. Despite legal cost drags, margin expansion is expected, and the mortgage segment shows robust growth potential. The Q&A highlighted confidence in strategy amid industry challenges, with no significant risks from legal issues or market changes. This positive sentiment, combined with anticipated growth and strategic initiatives, suggests a likely positive stock price movement.